Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$967,823
+$214,101 QoQ
Shares Held
6,915
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,364
of 2,621 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $15,933,147 across 6 Banks - Diversified names. C ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,144 | $10,194,365 | |
| 2 | RY |
Royal Bank Of Canada
|
10,307 | $2,133,239 | |
| 3 | BAC |
Bank Of America Corp /De/
|
30,916 | $1,761,593 | |
| 4 | C |
Citigroup Inc
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|
6,915 | $967,823 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,871 | $567,819 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,132 | $308,308 |
All Filings in C
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,823 | 6,915 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $753,722 | 6,646 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $765,953 | 6,564 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $665,738 | 6,559 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $386,444 | 4,540 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $505,164 | 7,116 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $431,420 | 6,129 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $382,486 | 6,110 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $385,836 | 6,080 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $414,348 | 6,552 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $367,127 | 7,137 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $306,583 | 7,454 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $409,802 | 8,901 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $406,161 | 8,662 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $434,027 | 9,596 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $397,906 | 9,549 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $395,514 | 8,600 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $519,795 | 9,734 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $573,221 | 9,492 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $689,864 | 9,830 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $625,621 | 8,843 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $608,098 | 8,359 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $353,849 | 5,739 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $219,251 | 5,086 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||